Item Master Data Mass uploading via Data Management In the world of data management, it has become essential that the business users are provided solution for mass data uploading. Where the data is managed by very less expert users who’re required to upload and download data in bulk at very less given time. Today I am going to show you the way to upload Item Master Data quickly and with no errors via Data Management in MS Dynamics Commerce and Retail. Note: Masters as Item group, tax codes, units, category, item model group etc should be pre-configured or created for this to work accurately otherwise this operation will fail with errors as the masters are not created/configured. For this operation to work first we need to identify the fields that are required to do two steps. First, Item Master Creation Secondly, Item Master release in released products. So now to identify the necessary “importable” fields first we will export the required fields in excel as below. Goto Workspaces> Data Management and in Data Management click Export Button. Upon Clicking “export” create project as data filled in below. Desired Project name in my case I have named it “product master fields” Generate Data package to be set as No. Now when project is created click on “add entity” Select entity as “Released product creation V2” or anything as “Released product creation” whichever is latest according to your version of D365. Select output as “EXCEL”. Use sample file and skip staging to be set as NO. Very important step to select fields to be set as “Importable Fields” And “add” the entity to the project. Now again click on “add Entity”, select the rest of the fields as mentioned in pt. II., and select “released products V2) in entity name and click on add. Now click on export button as below Now on export screen Click on “refresh” button until you see  mark on thee screen, and then “download File” to obtain excel file. Note: click each project one by one to download table fields. After downloading file replace the data with required information that you want in your product master so that we can Import the Master data. (Note: You can hide fields that doesn’t require user to input any data but are required by AX this you will identify in released products format). Assuming that you have created your files for upload we will now continue with “Import” data, Goto Workspaces > Data Management and in Data Management click “Import” Button. Upon clicking “Import” create a project and add entity as below. Add group name, in my case added as “import Master Data” Now when project is created click on “add File” Select entity as “Released product creation V2” or anything as “Released product creation” whichever is latest according to your version of D365. Click the upload data file and select the appropriate file, in my case it is “Released product creation V2 – Format.xlsx” Select “Source data format” Click close. Now again click on “add File”, select the rest of the fields as mentioned in pt. VIII., and select “released products V2) in entity name and click on Close. After adding both the files, now its time to click on “import”, but first ensure that the sequence of the below files are as such 1st for Released Product Creation and 2nd for Released products. If this is not in sequence the above operation will fail. After Clicking on Import, you will have to click on refresh button until the  come. Upon success you can see the validation message that the master data has been uploaded successfully and released the product for use. In my case I had uploaded a test product which got successfully uploaded to the system. Hope this helps!

As seen in title when error “Your connection is not private | NET::ERR_CERT_DATE_INVALID” occured which seems as follows in screenshot when you try to open environment link in browser. The reason for above error in my case was that SSL certificate was expired as you can see in following screenshot To solve this issue go to your lcs.dynamics.com with your credentials and open your project now select which ever environment and visit see details/Full details page and click on maintain button and select  Rotate secrets button  Now click on Rotate SSL certificates after which dialogue box will appear click on yes  Now wait till rotating secret symbol is loading as following screenshot after which you will be able to access your D365 Finance and operation link easily. Hope this blog will help you.Thank you

Dynamics 365 portal helps you to provide additional support to your customers, partners, employees, and others. It helps you to stay connected and provide the necessary assistance. The best part about the whole thing is that you can get the portal if you have an active Dynamics 365  subscription. You need to follow simple steps to active the demo portal. Here are the steps that you need to follow if you want to activate the demo version.  Step # 1: Navigate and find the Dynamics 365 Administration Center. From the Office 365 home (open link: https://portal.office.com/), you need to open admin centre. Step # 2: After opening it, you need to click the applications, and then look out for Portal Add-On. Step # 3: Here you need to click ‘Manage’ and then input the following parameters Name — This names should help you to identify the portal. No need not worry much as you can change the information as and when required.  Url for the Portal (You can change this information as well later.) Select or choose the CRM instance Pick a Language Select the Administrator Pick the Audience Partners — Though they are not your employees, they will need some sort of interaction with the CRM to close deals or in delivering the services 2. Employees — You can provide the necessary support to your employees by tailoring the portal by using features such as Employee Self-Service 3. Customers —  Since they are external parties, they can benefit through your portals such as community building or customer service Pick the Portal Template  Community Partner Employee Self-Help Customer Self-Service Custom Portal Step # 4: Wait for some time – now this takes at least 20 minutes to a few hours to work. Click on Solutions Link under Instance in Admin Center under Dynamics 365 to check the status. It may show the status as ‘installing,’ if the download did not complete. In a few minutes, you will have the demo Dynamic 365 Portal working. In Conclusion Always think from the angle of your customers, partners, and employees when creating the portal. It should make their life easy. What kind of support can you provide them? This question should haunt you when creating the portal.

One of the most common errors we come across while calling API to create records in Dynamics but isn’t clear what it means? One such issue is – “An error occurred while validating input parameters: Microsoft.OData.ODataException: Does not support untyped value in non-open type.” On the console of the browser, you’ll see this – But, if you open the <objectName>.responseText of the Failure message of the call, you’ll see the below – A more zoomed view of the error would be below – This is because of my typo in the code [Which is the case for most scenarios] where you mistype a name of the field and neither does the error itself doesn’t specify which field you’re missing out on nor what it means! Reason This is because of a simple typo  in one of the fields in the object I was creating using AJAX In my case, this should have been “entity.duration” and not “entity.durationn“. It was a simple issue which led me wander troubleshooting in areas which I shouldn’t look into. Hope this saves you some valuable time! Happy 365ing!

“Run Jobs” – as the name suggests is a process between Retail Channels and Retail essentials through which we transfer data between channels and database. Please Note: Jobs Run at a specified time which may be different for every Retail Scheduler. Be aware of what the time is set for jobs to run automatically.  Running jobs at a specific time requires setting to be done so that we can schedule a specific job to run at specific time. It can be easily done manually. You’ll have to follow the below steps: Step 1: Go to distribution schedule or Channel database in Retail Dynamics 365. If the job doesn’t run from distribution schedule run it through channel database. Step 2: Go to download sessions and make sure your Job is available or in applied state. If it is in available state, go to “Batch Jobs“. Step 3: Now you will have to find the same batch job that you were searching and need to run it at a specified time. Step 4: Here, since the Job is in waiting state, you need to change it’s scheduled date and time to current time. This change must be according to the time at which you want your job needs to be run. The specified time will make your job run immediately.   Step 5: You can check if Job is being applied in “Download sessions” whenever required. Step 6: You can also change how often the job should run from going to Recurrence. Step 7: Only things highlighted in Red boxes should be checked. Hope this helps!!! Thank you! Please feel free to post any doubts you have.

So, I struggled some time in trying to make something just work as it was supposed to work. And for no conscious reason, I was able to figure out why. As to why my Quote wouldn’t save and auto generate the usual Quote ID? It kept asking me to enter it! Problem OOB, Quote ID is locked and is auto-generated when you save the record. Instead, I got this And asks me to enter Quote in the field again. Ideally, if you have a required field locked, you can save it and the form won’t force you. But, nothing would work. After much hassle, I finally noticed the culprit lying in plain sight. Let’s look at why this was happening. Culprit This happened because the same field was on the Business Process Flow and was unlocked That was the issue. As a part of the requirement, I had put it there, but either didn’t lock it or shouldn’t be there. I just removed it since it wasn’t a big deal and things were fine now. Hope this helps you! 🙂

Out-of-the-box, D365 Activity Party List field, say, Appointment’s Required/Optional Attendees fields lets you choose among multiple Activity Party enabled entities when you want to select records. And perhaps you don’t even want users to select what’s not relevant. Let’s look at how we can show only the required entities in the selection list. Before that, if you want to check how you can enable custom entities for the Activity Party, you can refer this post of mine – Enable entity for Party List selection in Appointment Hide entities from the Activity Party List field This can be achieved by writing a simple JS code and calling it onLoad of the Appointment form where the Party List field exists. Let’s say you only want to show the entities Lead and Contact in the Required Attendees Party List field Here’s the JS code that goes on the onLoad function of the Appointment form // JavaScript source code oAppointmentFormCustomization = { filterRequiredAttendees: function () { Xrm.Page.getAttribute(“requiredattendees”).setLookupTypes([“lead”,”contact”]); } };   And call the method filterRequiredAttendees onLoad as below The Appointment’s Required Attendees field will show only the entities you provided in the setLookupTypes([“lead”,”contact”]); Hope this helps!

If you’re spending time looking and wondering that you always need to go to the app switcher to go the Settings from the Unified Interface, you need to do the following – Once you are in the Unified Interface, click on the Gear icon next to the help icon on top-right corner as shown below and click Advanced Settings – Right on the next tab, Settings with the classic UI is shown – And there’s nothing else on the SiteMap. Hope this helps!

Introduction: At times, you are asked to assign certain CRM records to other users and you just have to do it as a part of the process. But let’s face it, you still wonder what might have happened to the record after you assigned it to them but your security roles won’t let you access those. There’s a general D365 setting for this too! You can share your D365 records with other but still retain rights to yourself so keep track of what happened with those later on System Settings: Navigate to Settings > Administration > System Settings In General tab, look for the Setting where it reads as ‘Set whether reassigned records are shared with the original owner’ (quite self-explanatory) Assign Record and check Share Rights: Now, assigning a records from Priyesh to John as shown below – Priyesh would still have rights to the record. Check the Share status of the same. The record will be owner by John but will be shared with Priyesh too. Hope this is helpful!

Introduction: In this blog we will demonstrate how to send custom emails using SendGrids API. Scenario: If we want to send custom emails to customers stored in Dynamics 365 with different email body for every customer based on their data stored in CRM, it is not possible to do so by using the normal Email Editor as it has some limitations while displaying dynamic content. One way of doing this is by creating a console app which will use SendGrids API to send out custom emails for every customer. Pre-Requisites: Visual Studio SendGrid Account Implementation: Step 1: For this demonstration we will see how to send out a mail to a single email. First we create a Console App in Visual Studio Step 2: Once the Project is created Right Click on the Project and select Manage Nuget Packages Browse to the latest Nuget packages and install SendGrid package Step 3: Next we have to create an API Key in SendGrid. Just give a name for a key and Click on Create Key which will generate a unique key. Store this key which will be used in the Code Step 4: Below is the Code to send email: using SendGrid; using SendGrid.Helpers.Mail; using System.Threading.Tasks; namespace SendGridConsoleApp { class Program { static void Main(string[] args) { string sendGridAPIKey = “EnterKeyHere”; Execute(sendGridAPIKey).Wait(); } static async Task Execute(string _apiKey) { var client = new SendGridClient(_apiKey); var from = new EmailAddress(“test@gmail.com”, “From UserName”); var subject = “MAIL Send Through SendGrid”; var to = new EmailAddress(“test@gmail.com”, “To UserName”); var plainTextContent = “Example PlainText”; var htmlContent = @”<!DOCTYPE html><html><head><style> table { border-collapse: collapse; width: 100%; } th, td { text-align: left; padding: 8px; } tr:nth-child(even){background-color: #f2f2f2 } th { background-color: #4CAF50; color: white; } </style></head><body><h2>Important Details</h2> <table><tr> <th>Firstname</th> <th>Lastname</th> <th>Email Address</th></tr> <tr><td>Peter</td><td>Griffin</td><td>pgriffin@gmail.com</td></tr> <tr><td>Lois</td><td>Griffin</td><td>Lois@gmail.com</td></tr><tr> <td>Joe</td><td>Swanson</td><td>joe@gmail.com</td> </tr><tr><td>Cleveland</td><td>Brown</td> <td>clev@gmail.com</td></tr></table></body></html>”; var msg = MailHelper.CreateSingleEmail(from, to, subject, plainTextContent, htmlContent); var response = await client.SendEmailAsync(msg); }}} Step 5: Once the Console App is run the email is send below shown is the sample of the Email sent While running this for multiple customers we can create different HTML body content for each customer and pass it to the CreateSingleEmail function.This approach can also be used to send bulk emails to customers.